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Specialties & Experience

General Specialties: Accounting and Financial

Specialty Focus: Enrolled Agent, Certified Divorce Financial Analyst, Pension Valuation, Marital Estate Review, Present Value Calculations, Qualified Domestic Relations Orders, QDROS, Taxation, Tax Analysis, IRS Representation, Collaborative Divorce, Divorce Planning

Education: College of Science & Technology, Weber State University; Enrolled Agent, Department of Treasury; Certified Divorce Financial Analyst, Institute for Divorce Financial Analysts; Series 7, 24, 66, FINRA

Years in Practice: 15

Additional Information

I am an Enrolled Agent, fiduciary-standard financial planner, and a Certified Divorce Financial Analyst, CDFA®. I have a unique blend of professional experience as a tax & financial specialist. As every financial decision has a tax implication, it makes sense to work with a financial planner who is also a federally licensed tax advisor. As a CDFA®, I create defensible expert financial analysis of divorce settlement options. We support clients and attorneys with alimony buy-out calculations, lifestyle analysis, pension valuations, tax & marital estate reviews, financial declarations, expert witness & QDRO facilitation. Through Davis Financial, we provide fiduciary-standard advisory services & asset management through world-class custodians such as Fidelity, Schwab & TD Ameritrade. As an Enrolled Agent, I have unlimited rights to represent taxpayers before the IRS. We host a network of CPAs & EAs through Tax Smart Pros, prepare individual & business returns, provide representation and tax planning.